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Ishares Tr shares owned by Root Financial Partners

Quarter-by-quarter ownership of Ishares Tr (IBMS) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Ishares Tr

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All positions including Ishares Tr held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.4k 130 25.83

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Dimensional U.s. Equity Market Etf Etf (DFUS)
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Dimensional U.s. Small Cap Etf Etf (DFAS)
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Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

Top funds holding Ishares Tr

Mercer Global Advisors
Hartland & Co
Kathmere Capital Management
HighTower Advisors
Us Bancorp
Praetorian Wealth Management
LBMC Investment Advisors
Jane Street
Community Trust & Investment
Wells Fargo & Company
Quantum Financial Advisors
Central Trust & Investment
Coldstream Capital Management
CliftonLarsonAllen Wealth Advisors
Goss Wealth Management

View all funds holding Ishares Tr